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McGreevy, P. D. (2004).
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McGreevy, P. D., & McLean, A. N. (2007). Roles of learning theory and ethology in equitation. Journal of Veterinary Behavior: Clinical Applications and Research, 2(4), 108–118.
Abstract: By definition, ethology is primarily the scientific study of animal behavior, especially as it occurs in a natural environment; applied ethology being the study of animal behavior in the human domain. The terms equine ethology and ethological training are becoming commonplace in the equestrian domain, yet they seem to be used with a conspicuous lack of clarity and with no mention of learning theory. Most of what we do to train horses runs counter to their innate preferences. This article summarizes the ethological challenges encountered by working horses and considers the merits and limitations of ethological solutions. It also questions the use of terms such as “alpha” and “leader” and examines aspects of learning theory, equine cognition, and ethology as applied to horse training and clinical behavior modification. We propose 7 training principles that optimally account for the horse's ethological and learning abilities and maintain maximal responsivity in the trained horse. These principles can be summarized as: (1) use learning theory appropriately; (2) train easy-to-discriminate signals; (3) train and subsequently elicit responses singularly; (4) train only one response per signal; (5) train all responses to be initiated and subsequently completed within a consistent structure; (6) train persistence of current operantly conditioned responses; and (7) avoid and disassociate flight responses. Adherence to these principles and incorporating them into all horse training methodologies should accelerate training success, reduce behavioral wastage of horses, and improve safety for both humans and horses.
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Waran, N., McGreevy, P., & Casey, R. (2002). Training Methods and Horse Welfare. In The Welfare of Horses (pp. 151–180).
Abstract: Many aspects of horse care and handling are based upon convenience and traditional practices. Many of these methods of management and practice do not take into account the natural behaviour of horses. This is despite the belief that although domestic horses are probably more docile, stronger, faster growing and faster moving than their ancestors, they are unlikely to have lost any natural behaviours. The performance or sport horse is expected to perform a wide variety of movements and tasks, some of which are unnatural or exaggerated and most of which must be learned. The term “training” is commonly used to describe the processes whereby the human handler introduces the horse to new situations and associations. Performance horses are often required to tolerate stimuli that are innately aversive or threatening, such as having a person on their backs. They are also trained to respond to a stimulus with often unnatural or over-emphasised behaviour, such as some of the dressage movements. Effective and humane training requires an understanding of the processes underlying behaviour. These include knowledge of behaviour under natural conditions, learning processes, the influence of early experience and motivational forces. Horses differ from the other main companion animal species, namely cats and dogs, in that they are a prey species. They most commonly flee from dangerous and painful situations. Horses readily learn to avoid potentially threatening situations and if their attempts to avoid associated stimuli are prevented, they will often exhibit problem behaviours. In this chapter the history of horse training, the application of learning theory and a knowledge of equine behaviour to training, and innovative training methods are all considered.
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Cooper, J., & McGreevy, P. (2002). Stereotypic Behaviour in the Stabled Horse: Causes, Effects and Prevention without Compromising Horse Welfare. In The Welfare of Horses (pp. 99–124).
Abstract: Apparently functionless, repetitive behaviour in horses, such as weaving or crib-biting has been difficult to explain for behavioural scientists, horse owners and veterinarians alike. Traditionally activities such as these have been classed amongst the broad descriptor of undesirable stable vices and treatment has centred on prevention of the behaviours per se rather than addressing their underlying causes. In contrast, welfare scientists have described such activities as apparently abnormal stereotypics, claiming they are indicative of poor welfare, citing negative emotions such as boredom, frustration or aversion in the stable environment and even suggesting prevention of the activities alone can lead to increased distress. Our understanding of equine stereotypics has advanced significantly in recent years with epidemiological, developmental and experimental studies identifying those factors closely associated with the performance of stereotypics in stabled horses. These have allowed the development of new treatments based on removing the causal factors, improving the horses“ social and nutritional environment, re-training of horses and their owners and redirection of the activities to less harmful forms. Repetitive activities conventionally seen as undesirable responses to the stable environment, their causal basis and the effectiveness of different approaches to treatment are discussed, both in terms of reducing the behaviour and improving the horse”s quality of life.
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Warren-Smith, A. K., Curtis, R. A., Greetham, L., & McGreevy, P. D. (2007). Rein contact between horse and handler during specific equitation movements. Appl. Anim. Behav. Sci., 108(1-2), 157–169.
Abstract: To explore the range of tensions used in reins to elicit specific movements from a range of horses, 22 horses of mixed age, sex, breed and training history were long-reined and ridden through a standard course. The reins contained embedded load cells so that tensions used to elicit specific movements could be measured and logged. These movements were categorised into `left turn', `right turn', `going straight' and `halt' and were separated for left and right rein tensions. The data were analysed using two-sample non-parametric Kolmogorov-Smirnoff tests and the differences between categories of horse and equipment were analysed with one-way analysis of variance. The tensions recorded in the reins were greater for long-reining than riding (median 5.76, Q25 3.9, Q75 13.3 N and median 5.29, Q25 9.3, Q75 2.9 N, respectively, P = 0.025), irrespective of whether the horses were ridden with a halter or a bridle or whether the test was completed at a walk or a trot. The tensions did not differ between the left and right reins (P > 0.05) when the horses were being driven or ridden in a straight line, providing evidence that an `even contact' was maintained. The rein tension required for going straight was less than for any other responses, showing that a lighter contact on the reins can be maintained between the application of specific stimuli. The rein tension required to elicit the halt response was greater than for any other response (P < 0.001). The rein tensions required to complete the course did not differ with the use of bridle versus the halter (P > 0.05). Clearly, a range of rein tensions is required for horses to elicit specific responses. In the interests of horse welfare and avoidance of habituation, those involved in equitation need to become aware of the tensions used in training horses and seek to keep them to a minimum. When rein tension can be measured objectively, this process can be easily implemented and monitored.
Keywords: Horse; Long-reining; Rein contact; Rein tension; Riding; Training
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Warren-Smith, A. K., Greetham, L., & McGreevy, P. D. (2007). Behavioral and physiological responses of horses (Equus caballus) to head lowering. Journal of Veterinary Behavior: Clinical Applications and Research, 2(3), 59–67.
Abstract: Horse trainers often report that lowering the height of a horse's head so the poll is below the height of the withers can induce a calming effect during training. Four groups of horses were used in a 2-part study to investigate the behavioral and physiological effects of head lowering in horses. In Part 1, Group A had no experimental stimuli applied and horses in Group B were trained to lower their heads when presented with a specific stimulus by the handler. The stimulus for head lowering was the application of downward pressure on the headcollar via the lead rope until the horse lowered its head such that its lips were approximately at mid-cannon (third metacarpal) height, whereupon the pressure was released. The stimulus was applied again if the horse raised its head during the 300-second test period. In Part 2, Groups C and D were aroused until their heart rates exceeded 100 beats per minute (bpm). Group C had no further experimental stimuli applied whereas Group D lowered their heads as a response to the above stimulus for a period of 300 seconds. Repeated measures analysis showed that there was no difference between the heart rate of Groups A and B or Groups C and D but that the heart rate of Groups A and B were lower than Groups C and D during the 300-second post-arousal (P < 0.001). The horses in Groups A and B were more likely to contact the handler (P < 0.001), exhibit licking and chewing (P < 0.001), rest a hindleg (P < 0.001), and sniff the ground (P < 0.001) than those in Groups C and D. The number of stimuli required to maintain the head in a lowered position was greatest during the first 30 seconds (P = 0.012 and P < 0.001, Parts 1 and 2, respectively). The current study has shown that head lowering in horses does not influence cardiac responses, even after the horses had been aroused to have their heart rates above 100 bpm. Therefore, it is not a method that will aid in calming an aroused horse in training. Contrary to popular belief, there was no association with licking-and-chewing and head lowering, nor with these behaviors and response acquisition.
Keywords: behavior; head lowering; heart rate; horse; training
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McGreevy, P. D. (2006). The advent of equitation science. Vet J, 174(3), 492–500.
Abstract: The lengthy association of humans with horses has established traditional equestrian techniques that have served military and transport needs well. Although effective, these techniques have by-passed the research findings of modern psychologists, who developed the fundamentals of learning theory. That said, the pools of equestrian debate are far from stagnant. The latest wave of horse whisperers has offered some refinements and some novel interpretations of the motivation of horses undergoing training. Additionally, the Federation Equestre Internationale (FEI) has introduced the concept of the 'happy equine athlete' and, in the light of the hyperflexion (Rollkur) debate, recently examined the possible effects of some novel dressage modalities on equine 'happiness'. However, many still question the welfare of the ridden horse since it is largely trained using negative reinforcement, has to respond to pressure-based signals and is seldom asked to work for positive rewards. Science holds tremendous promise for removing emotiveness from the horse-riding welfare debate by establishing how much rein tension is too much; how much contact is neutral; how contact can be measured; how discomfort can be measured; how pain can be measured; and how learned helplessness manifests in horses. These are some of the topics addressed by equitation science, an emerging discipline that combines learning theory, physics and ethology to examine the salience and efficacy of horse-training techniques.
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McGreevy, P. (2004). Equine behavior. Journal of Equine Veterinary Science, 24(9), 397–398.
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Pell, S. M., & McGreevy, P. D. (1999). Prevalence of stereotypic and other problem behaviours in thoroughbred horses. Aust Vet J, 77(10), 678–679.
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McGreevy, P. D., & Thomson, P. C. (2006). Differences in motor laterality between breeds of performance horse. Appl. Anim. Behav. Sci., 99(1-2), 183–190.
Abstract: This study examined the relationship between motor laterality in horses bred for different types of work and therefore different temperaments. Foreleg preference during grazing was measured in three populations of domestic horse, Thoroughbreds (TB, bred to race at the gallop), Standardbreds (SB, bred for pacing) and Quarter Horses (QH, in this case bred for so-called “cutting work” which involves manoeuvring individual cattle in and out of herds). With a one-sample t-test, TBs showed strong evidence of a left preference in motor laterality (P = 0.000), as did SBs (P = 0.002) but there was no convincing evidence for laterality in QH (P = 0.117). However, the increasing trend in left preference from QH to SBs then TBs was associated with increasing differences between individual horses within a breed. The overall preference (either left or right) increased with age (P = 0.008) and the rate of increase varied with breeds. The presence of a higher proportion of left-foreleg preferent individuals in TBs and SBs compared with QH may indicate that their training or selection (or both) has an effect on motor bias.
Keywords: Horse; Lateralisation; Laterality; Breed; Training
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